Description: CFRA Research Senior Equity Analyst Garrett Nelson speaks with Yahoo Finance about how traditional automakers and new startups are vying for share in the global electric vehicle market. Source: Yahoo.Finance.com – video report Date: Dec 03, 2021 Link: https://finance.yahoo.com/video/ford-could-become-second-largest-210834617.html?contentType=VIDEO Questions for discussion: Summarize the key points related to Ford’s stock valuation and future direction…. Read more »
Posts Categorized: Industry Analysis
Description: Breaking up isn’t hard to do in a bullish market. General Electric’s announcement last week that it will split into three separate companies was quickly followed by similar news from Johnson & Johnson, which detailed plans to separate its consumer products business from its pharmaceutical and medical device operations. Source: knowledge.wharton.upenn.edu Date: Nov 16, 2021 Link:… Read more »
Description: Twitter is nearing a turning point, says one top strategist. Source: CNBC.com – video report Date: Dec 02, 2021 Link: https://www.cnbc.com/2021/12/02/twitter-is-nearing-a-bottom-trader-says-after-ark-invest-buy-in.html Questions for discussion: What is the basis for this call? Do you agree with the interpretation of the data and management events?
Description: Bank of Montreal has made it a clean sweep for Canada’s Big Six lenders in dishing out dividend hikes and share buybacks. Source: BNNBloomberg.ca – video report Date: Dec 03, 2021 Link: https://www.bnnbloomberg.ca/big-six-go-six-for-six-as-bmo-hikes-dividend-and-plans-buyback-1.1690652 Questions for discussion: How have Canadian bank shares performed, according to the report? What explains the overall performance? What would you… Read more »
Description: Lifestyle and fashion magazine ELLE announced Thursday it is banning fur from all pages of its publications in a move to support animal welfare and reflect changing tastes. Source: NPR.org Date: Dec 02, 2021 Link: https://www.npr.org/2021/12/02/1061053897/elle-magazine-ban-fur-from-publications Questions for discussion: What are the implications of this decision and the publicity from it on the various industries and… Read more »
Description: (Bloomberg) — Twitter Inc. Chief Executive Officer Parag Agrawal, who just took the reins from Jack Dorsey this week, is already shaking up the management ranks. Source: Yahoo.Finance.com/Bloomberg.com Date: Dec 03, 2021 Link: https://finance.yahoo.com/news/twitter-shuffles-executive-team-following-202309898.html Questions for discussion: Explain the shake up at Twitter. What direction would you expect management to take at this time?… Read more »
Description: If a prominent economist is right, the Federal Reserve’s reaction to skyrocketing inflation is “going to go down in history as one of the worst inflation calls.” Source: Yahoo.Finance.com Date: Nov 25, 2021 Link: https://finance.yahoo.com/news/mohamed-el-erian-says-feds-223000705.html Questions for discussion: What are the arguments over the Fed’s decisions? What do you think about the understanding and… Read more »
Description: Some “stay-at-home” stocks that were pandemic-era darlings have experienced brutal sell-offs. Source: NYTimes.com Date: Nov 17, 2021 Link: https://www.nytimes.com/2021/11/17/business/peloton-zoom-stock.html Questions for discussion: Summarize the price movements of these so-called stay-at-home stocks. What would you advise investors at this time – buy, sell or hold? Explain your reasoning.
Description: Prices in red-hot Canadian housing markets could be at risk of a “significant” correction amid extreme valuation and policy uncertainty heading into the new year, according to one of the country’s best known mortgage experts. Source: BNNBloomberg.ca – video report Date: Nov 25, 2021 Link: https://www.bnnbloomberg.ca/it-s-like-gamestop-mortgage-expert-on-risk-of-housing-correction-1.1687056 Questions for discussion: What is helping to inflate… Read more »
Description: An examination of Brazil’s immense tannery industry shows how hides from illegally deforested ranches can easily reach the global marketplace. In the United States, much of the demand for Brazilian leather comes from automakers. Source: NYTimes.com – video report Date: Nov 17, 2021 Link: https://www.nytimes.com/2021/11/17/climate/leather-seats-cars-rainforest.html Questions for discussion: What are the ethical and social… Read more »